Buckingham Strategic Wealth’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $328K | Hold |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $240K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $249K | Buy |
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